-4.9%
AIZN vs VT
+103.3%
-108.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.4% | +0.4% | -2.9% | -2.6% |
| 30D | -4.8% | +1.0% | -5.8% | -5.2% |
| 3M | -4.0% | +2.4% | -6.3% | -4.9% |
| 6M | -8.4% | +12.0% | -20.5% | -12.5% |
| YTD | -3.5% | +15.3% | -18.8% | -8.9% |
| 1Y | -5.7% | +22.6% | -28.3% | -13.2% |
| 3Y | +11.4% | +74.7% | -63.3% | -12.1% |
| 5Y | -9.8% | +66.1% | -76.0% | -29.2% |
| All | -4.9% | +103.3% | -108.2% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling